Our process

It all starts with your story – an overview of who you are, where you’re currently at, and where you want to be. This all-encompassing review of your wealth serves as the basis for your financial plan – a detailed roadmap toward your future goals.

We work with you to structure your portfolio to align with your short- and long-term goals, allocating assets to ensure that your needs – and those of your loved ones – are always at the forefront.

Leveraging our network across RBC and beyond, we work alongside Will and estate planners, insurance representatives, tax specialists, and more to service your wealth plan in its entirety.

As your life changes, your financial plan will, too. We conduct regular reviews to ensure that your wealth strategy and investment portfolio remain aligned with your and your family’s long-term priorities.